Position in ANET
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,569,869
+$30,376,632 QoQ
Shares Held
338,572
+296.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ANET Over Time
Shares Held
Position Value (USD)
Derivatives in ANET
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$2,455,600
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Computer Hardware
Technology · as of Mar 31, 2026CREDIT AGRICOLE S A holds $224,448,608 across 12 Computer Hardware names. ANET ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOGI |
Logitech International S.A.
|
752,538 | $68,571,261 | |
| 2 | ANET |
Arista Networks, Inc.
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|
338,572 | $41,569,869 | |
| 3 | STX |
Seagate Technology Holdings plc
|
96,786 | $37,916,882 | |
| 4 | SNDK |
Sandisk Corp
|
43,271 | $27,491,795 | |
| 5 | SMCI |
Super Micro Computer, Inc.
|
780,662 | $17,775,673 | |
| 6 | WDC |
Western Digital Corp
|
58,681 | $15,872,622 | |
| 7 | DELL |
Dell Technologies Inc.
|
58,192 | $9,551,051 | |
| 8 | P |
Everpure, Inc.
|
39,121 | $2,309,703 |
All Filings in ANET
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,569,869 | 338,572 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,455,600 | 20,000 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $11,193,237 | 85,425 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $3,930,900 | 30,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $11,675,741 | 80,130 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $9,554,910 | 123,321 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,680,302 | 150,912 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||